SEDG Solaredge Technologies Inc

$SEDG $ENPH $FSLR apparently SEDG is displaying their VDC in Nvidia event..it's very bullish.. There is no enphase...if they succeed we are looking at 3 digit stock price IMHO.. rest all is noise..

$SEDG if you value a company with terminal value in 2 years - then yes, you should sell. Most rational WS firms know a large company like SEDG has a runway way longer than that, and rates shock only impacts economy short term as ppl try to “sit out and waiting for rates to come down”. That’s the impact of rising rates, not the nominal rate itself. So I’m not expecting any positive commentary on earnings calls this quarter. Rates will depress biz for everyone, including non-rate-sensitive industries like healthcare. Definitely solar. Some cos need to fold (solar space has olenty of weak cos) and that would allow capacity reduction and supply-demand leveling. $SEDG and $ENPH are not in the risk group, but $ARRY $FTCI … that’s dangerous now.

Since SolarEdge Technologies $SEDG ($32.21) broke below its (now ex) weekly moving average support cluster (36/38/42w SMAs), it has been consolidating sideways between $20-$40. But, why there? A fresh calculation finds a new weekly MA support cluster it respects: 94/99/119w SMAs @ $29.65-$32.20

$SEDG glad it's up but had hoped to double my position yesterday but order never filled. Bittersweet

$SEDG the downside risk is bad guidance for Q4.. but we also have potential catalyst like election result(democrat sweep) and any results/peep from solid stage deployment in lab...

$SEDG let's see how long to close their first AI data center contract with Nvidia continuously backing them..

$SEDG 🤡 below doesn't get that SolarEdge is being prominently featured in the Nvidia booth at the 3 day conference right now

$SEDG $ENPH seems to be a good entry point for both of them. By Feb 27 I would expect mid 40s to 50s from these two.

$SEDG Well, I'm glad I sold those 32.50 CSP for some nice premium and I hope they get triggered so I can go long again...Bull long

$SEDG pls NVDA invest in us! Don’t you remember last month when we wrote a book report together and I sold some lemonade at your SJ roadshow! C’mon HODL so I don’t lose all my hotdog money! I need solar to be better that $100 oil prices and people still pouring into Petroleum regardless! 🤣

$SEDG is my Gemini querying buddy in witness protection? Did the cat finally decide to move along?!? Found another alley or neighbors wall to perch on?!? 🐈

Since SolarEdge Technologies $SEDG stayed outside of the market's volatility last week and instead, kept consolidating at support. SEDG @ $31.36 Support: 94/99/119w SMAs @ $29.70-$32.39

$SEDG have I mentioned how much I love love love this stock! Dumping down on a Friday yet again! Wonderful sight to see! Hope my longs and shorts both enjoyed it in the 33s this morning, however quick it was! Now we head down again like we do every week with interest rates having no top and this SP having no bottom! 😂

$SEDG THIS WILL SOON RE RATE AS A NATTY SECURITY PLAY AND AN AI DATA CENTER PLAY. ITS CURRENTLY VALUED AS A POS SOLAR DEMOCRAT COMPANY. SOON PEOPLE WILL SEE THIS IS A CHAD AI PLAY AND WE WILL GIGGA PUMP

$SEDG Deutsche Bank analyst Corinne Blanchard said elevated interest rates are weighing on SolarEdge products’ U.S. demand and sees risk to fourth-quarter and 2027 earnings.

$SEDG oooo so yesterday was unde 29 And today Wii go just up and up?‼️ Wake up people! This will go down at open to 31.8 easy⚠️

$SEDG $ENPH it's funny that ENPH recovered most of the losses but..... the shorts are in trouble ...it's going much higher... UBS upgrade was the sign, wild swing on investor day was sign and now last 2 days... hammer to cover...